UBS (Lux) Equity Fund - China Opportunity (USD) F USD acc header image

UBS (Lux) Equity Fund - China Opportunity (USD) F USD acc

Fund

ISIN LU0403295958 / Valor 4733786

NAV (2024-12-24)
USD 155.18+1.07%

UBS (Lux) Equity Fund - China Opportunity (USD) F USD acc
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General Objective

The fund aims to achieve interesting return opportunities while keeping the level of risk under control by investing mainly in shares of Chinese companies, with a focus on large companies supplemented by small and medium-sized companies.

Fund Exposure

The fund is actively managed and invests in carefully selected equities of various companies from various countries and sectors. The portfolio is strategically supplemented by securities from small and medium-sized companies to exploit return opportunities. The benchmark used is MSCI China 10/40 (net div. reinv.) USD, but the portfolio manager is not tied to the benchmark in selecting and weighting equities.

Risks

Investors should be aware that the fund may invest in China A-Shares via the Hong Kong – Shanghai or Shenzhen Stock Connect programme, and may also enter into securities lending transactions. Additionally, as with any investment in equities, there is a risk of market fluctuations and potential loss of capital.

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Source

https://www.ubs.com/at/de/assetmanagement/funds/euroinvest/product-details/lu0067412154.html

Tags:
msci china large companies chinese equities

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc
UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc UBS (Lux) Equity Fund - China Opportunity (USD) P HKD acc Valor: 23115751
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Annual Return

-50%0%+50%

Risk level

110
1.04%HKD 1,475.06
UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc UBS (Lux) Equity Fund - China Opportunity (USD) I-A1-acc Valor: 23319873
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Annual Return

-50%0%+50%

Risk level

110
1.07%USD 170.32
UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist
UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist UBS (Lux) Equity Fund - China Opportunity (USD) P-mdist Valor: 26276928
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Annual Return

-50%0%+50%

Risk level

110
1.07%USD 127.22
UBS (Lux) Equity Fund - China Opportunity (USD) P-HKD mdist
UBS (Lux) Equity Fund - China Opportunity (USD) P-HKD mdist UBS (Lux) Equity Fund - China Opportunity (USD) P-HKD mdist Valor: 26276959
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Annual Return

-50%0%+50%

Risk level

110
1.04%HKD 1,274.77
UBS (Lux) Equity Fund - China Opportunity (USD) P SEK acc
UBS (Lux) Equity Fund - China Opportunity (USD) P SEK acc UBS (Lux) Equity Fund - China Opportunity (USD) P SEK acc Valor: 36852287
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Annual Return

-50%0%+50%

Risk level

110
1.35%SEK 902.50
UBS (Lux) Equity Fund - China Opportunity (USD) I-B EUR acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-B EUR acc UBS (Lux) Equity Fund - China Opportunity (USD) I-B EUR acc Valor: 40671510
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Annual Return

-50%0%+50%

Risk level

110
1.24%EUR 105.98
UBS (Lux) Equity Fund - China Opportunity (USD) Q SGD acc
UBS (Lux) Equity Fund - China Opportunity (USD) Q SGD acc UBS (Lux) Equity Fund - China Opportunity (USD) Q SGD acc Valor: 28364281
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Annual Return

-50%0%+50%

Risk level

110
1.37%SGD 92.80
UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-acc UBS (Lux) Equity Fund - China Opportunity (USD) I-A3-acc Valor: 46328273
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 75.01
UBS (Lux) Equity Fund - China Opportunity (USD) K-1 USD acc
UBS (Lux) Equity Fund - China Opportunity (USD) K-1 USD acc UBS (Lux) Equity Fund - China Opportunity (USD) K-1 USD acc Valor: 4733782
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Annual Return

-50%0%+50%

Risk level

110
1.07%USD 6,096,959.95
UBS (Lux) Equity Fund - China Opportunity (USD) I-B USD acc
UBS (Lux) Equity Fund - China Opportunity (USD) I-B USD acc UBS (Lux) Equity Fund - China Opportunity (USD) I-B USD acc Valor: 39688472
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Annual Return

-50%0%+50%

Risk level

110
1.08%USD 95.63